"The reindustrialisation of America, if it occurs, will likely be bearish for US equities," writes …

His final note, which was published on May 17, caused quite a stir at the time as he perfectly arti…

He sent us this chart overlaying the forward price-earnings ratio of developed markets with the eco…

But the more important factor seems to be the strong consensus that any weakness will be temporary,…

"What has been peculiar to the US is that consumer spending remained strong in the face of declinin…

"The 25% rally in global equities from last June seems to be driven by a growing conviction that th…

"My colleague, Adam Parker, doubts that margins will improve this year to the extent implied by con…

"The point, however, is not that these are sectors of imminent stress," he writes. "The point is …

Because the Fed is not driving the stock market - it is driving the fundamentals that are driving t…

This illustrates that the size of the outflow from equities in the past five years doesn't explain …

Wage inflation - not if, but when. SG&A as % of revenue is expected to increase with the expand…

There is also a risk that we continue to see investors lose faith in the ability of policy makers t…

"Today's reversal in US stocks was particularly worrisome because it came after a seemingly perfect…

"The Fed has a form starting a tightening cycle when wage growth picks up," Minack told Business In…

"As more money went in at high price levels, and money was withdrawn at low price levels, the dolla…

"As more money went in at high price levels, and money was withdrawn at low price levels, the dolla…

"Now, I think it's a good environment," Dalio said. "We're long equities and we're holding tho…

During the market volatility seen during October, the market's expectations for the Fed's first int…

"As more money went in at high price levels, and money was withdrawn at low price levels, the dolla…

And in his latest weekly commentary, John Hussman of Hussman Funds cautioned on the quantity of thi…